Good morning,
I've been researching about these two companies hoping to understand their difference, but it hasn't gotten to the point I'd like and was wondering if I could get reddit's help.
So far I know: ENPH makes micro-inverters for solar panels and home energy management software that helps increase the energy efficiency. FSLR manufactures panels and solar power systems. Things I'd like to know are…
- Are ENPH's micro-inverters used for both residential and commercial projects? or are they more focused in one area over the other?
- Same question with FLSR's solar panels
- ENPH's micro-inverter technology has been a game changer and is ENPH's moat. Does FLSR have their own moat regarding their manufacturing in solar panels?
I'm long in renewable solar technology and have ~7% of my portfolio in ENPH. However, I personally think the commercial side of it will bloom before residential, and am trying to find out which company (although they offer different products) is more tied to the commercial side so I can make adjustments to my investment if needed.
Thanks in advance!
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